See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,888 | $51,576+93.7% | $129,207-22.7% | $80,856+23.5% |
| Participation rate | 94.6% | 57.0%+37.7pp | 69.6%+25.0pp | 67.6%+27.0pp |
| Annual return | 19.69% | 20.81%-1.1pp | 9417.33%-9397.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $2,057 | $1,584+29.9% | $4,153-50.5% | $2,755-25.3% |
| Participant deferral / active EE | $5,637 | $2,669+111.2% | $4,168+35.3% | $4,296+31.2% |
| Admin fee / account holder | $4,414 | $4,305+2.5% | $7,715-42.8% | $6,918-36.2% |